StockDriftsStockDriftsTop 50 LGT Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 16.81% | 5.0K | $3.3M | new | $436.13(+70.77%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 11.8% | 40.6K | $2.3M | +6.77%(+2.58K) | $56.76(-0.09%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 6.91% | 7.9K | $1.3M | +0.60%(+47) | $100.16(+36.87%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.25% | 3.3K | $1.2M | +1.64%(+53) | $308.81(+26.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.19% | 4.8K | $1.2M | -1.06%(-51) | $145.65(+111.90%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 5.43% | 5.1K | $1.1M | -16.66%(-1.02K) | $158.02(+7.08%) | 2026-03-31 | |
| MBB | ISHARES TR | 2.08% | 4.3K | $407K | +7.24%(+289) | $93.53(+0.65%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 1.69% | 1.5K | $329K | +0.40%(+6) | $151.16(+72.71%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.6% | 1.5K | $313K | +0.00%(+0) | $128.04(+89.52%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.59% | 1.1K | $310K | +0.00%(+0) | $153.70(+134.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.60% | +31.64% |
| Top 20 Holdings Unweighted | +12.89% | +43.86% |
Sign up free to track LGT Financial Advisors LLC, compare funds side by side, and get alerts the moment positions change.